Leeham News and Analysis
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Pontifications: Boeing’s book:bill shortfall draws market ho-hum
Jan. 9, 2017, © Leeham Co.: Boeing’s falling a little short of a 1:1 book:bill last year was expected and drew a ho-hum from the market. The stock was up fractionally for the rest of the day after… Read More
2017, a tougher year for European airlines?
By Bjorn Fehrm January 5, 2017, ©. Leeham Co: The last two years have seen increased profits for the airline industry. Lower priced fuel gave the industry time to breath and to finally earn a reasonable Return on Invested… Read More
Analyzing the Top Customers for Airbus and Boeing
Subscription Required Introduction Jan. 4, 2017, © Leeham Co.: The top 25 Airbus customers that are identified account for 63% for the current backlog, an analysis of the company’s order list shows. For Boeing, its Top 25 customers… Read More
Market, other factors emerging, creating Boeing 787 concern
Subscription Required Introduction Jan. 4, 2017, © Leeham Co.: Despite a rosy picture painted by Boeing about the future of the 787 and the ability to recover more than $29bn in deferred production Boeing photo. and tooling costs,… Read More
Pontifications: Embraer, contrary to others, looks to momentum in 2017
Jan. 3, 2017, © Leeham Co.: Airbus, Boeing and Bombardier look toward 2017 as a bit of a punk year, as detailed in our Look Ahead for subscribers only. Not so by Embraer. In an exclusive interview, John… Read More
Airbus, Boeing Top Customers mix of stable, risk and reward
Subscription Required Introduction Dec. 22, 2016, © Leeham Co.: When it comes to comparing backlogs of Airbus and Boeing, the latter likes to point to what it calls a better quality of customers. The fact is, both companies… Read More
Deferrals grow as airlines fight to keep bottom line
Subscription Required Introduction Jan. 09, 2017, © Leeham Co.: Airlines have deferred or are thinking about deferring more than 400 airplanes in the near term, a review of decisions and deliberations that have been made during the last… Read More
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Posted on January 9, 2017 by Scott Hamilton
Airbus, Airlines, Boeing, Bombardier, Delta Air Lines, Leeham News and Comment, Pratt & Whitney, Premium, Qatar Airways, Rolls-Royce
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